my Wealth Tracker – Online Budgeting Tool

How can I be smarter with my money?

CB Financial’s myWealthTracker is an online budgeting tool that helps everyday Australians take control and make their money go further so that they can do more of the things they love. Contact us for a demonstration.

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Everything in one place

All of your assets and liabilities are conveniently in one place so you can see everything your need at once. Link all your accounts & more.

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All the latest data

Partners with Australia’s leading data providers to ensure that your information is always up to date.

 

Property down pat

Receive free appraisals of your home & investment properties. Live data feeds track your property & suburb’s performance.

 

Know your vehicle

Receive free valuations & performance ratings on your vehicle.

 

Time to buy property?

It’s easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now, get a free property appraisal from a local property expert, get home loan pre-approval and track your progress towards living in your next home! In just minutes you’ll be able to realise your property dreams.

 

Manage your property

Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special property commands to help you manage your property effectively.

 

Free wealth check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.

 

Auto categorisation

Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.

 

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.

 

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg. receipts, wills, contracts etc) so you’ll never misplace them again. You can also view & manage all your insurance too.

 

Tax time? Piece of cake

With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant to access your accountant to do it all for you…end of financial year just got easy.

 

Stay in control

Set and receive notifications, goals & use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator lets you actually watch your money grow.

 

All devices, all the time

Whether you’re on your desktop, tablet or smart phone, you’ll have access whenever you need it, 24/7.

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These days, the share market is down more than up, the Aussie dollar is too, and last quarter the economy barely grew. China is cutting back on construction, the mining boom is over, and global share markets rise one day only to plummet the next. Listen too much to mainstream media and it would be […]

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